United Asset Strategies’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,340
| Closed | -$1.47M | – | 239 |
|
|
2023
Q3 | $1.47M | Buy |
3,340
+139
| +4% | +$61.1K | 0.19% | 111 |
|
|
2023
Q2 | $1.18M | Buy |
3,201
+208
| +7% | +$76.4K | 0.15% | 129 |
|
|
2023
Q1 | $1.07M | Sell |
2,993
-148
| -5% | -$52.9K | 0.14% | 134 |
|
|
2022
Q4 | $1.07M | Buy |
+3,141
| New | +$1.07M | 0.15% | 132 |
|
|
2022
Q3 | – | Sell |
-2,382
| Closed | -$1.12M | – | 213 |
|
|
2022
Q2 | $1.12M | Buy |
2,382
+63
| +3% | +$29.5K | 0.16% | 115 |
|
|
2022
Q1 | $1.27M | Buy |
2,319
+77
| +3% | +$42K | 0.16% | 115 |
|
|
2021
Q4 | $1.46M | Buy |
+2,242
| New | +$1.46M | 0.17% | 101 |
|